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Clickup migration deep dive

Skill jeremylongshore/claude-code-plugins-plus-skills/plugins/saas-packs/clickup-pack/skills/clickup-migration-deep-dive

'Migrate to ClickUp from other project management tools (Jira, Asana, Trello)From its SKILL.md

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npx -y skills add jeremylongshore/claude-code-plugins-plus-skills --skill clickup-migration-deep-dive

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SKILL.md

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ClickUp Migration Deep Dive

Overview

Migrate project data to ClickUp from external tools or between ClickUp workspaces using API v2. Covers data mapping, batch creation, custom field migration, and validation.

Migration Types

SourceComplexityKey Challenge
TrelloLowBoard -> List mapping, labels -> tags
AsanaMediumSections -> statuses, custom fields
JiraHighEpics/stories/subtasks, custom fields, workflows
Another ClickUp workspaceMediumCustom field UUIDs differ per workspace

ClickUp Hierarchy Mapping

External Concept        ClickUp API v2 Target
─────────────────       ──────────────────────
Project/Board       →   Space   (POST /team/{team_id}/space)
Epic/Section        →   Folder  (POST /space/{space_id}/folder)
Sprint/Column       →   List    (POST /folder/{folder_id}/list)
Issue/Card/Task     →   Task    (POST /list/{list_id}/task)
Subtask             →   Task with parent  (parent field)
Label/Tag           →   Tag     (POST /task/{task_id}/tag/{tag_name})
Custom Field        →   Custom Field (POST /task/{task_id}/field/{field_id})
Comment             →   Comment (POST /task/{task_id}/comment)
Attachment          →   Attachment (POST /task/{task_id}/attachment)

Migration Script

// src/migrate-to-clickup.ts
interface MigrationItem {
  externalId: string;
  name: string;
  description: string;
  status: string;
  priority?: 'urgent' | 'high' | 'normal' | 'low';
  assigneeEmail?: string;
  dueDate?: string;
  labels?: string[];
  subtasks?: MigrationItem[];
}

const PRIORITY_MAP: Record<string, number> = {
  urgent: 1, high: 2, normal: 3, low: 4,
};

const STATUS_MAP: Record<string, string> = {
  'To Do': 'to do',
  'In Progress': 'in progress',
  'Done': 'complete',
  'Backlog': 'to do',
  // Add your status mappings here
};

async function migrateItems(
  items: MigrationItem[],
  listId: string,
  memberEmails: Map<string, number>, // email -> ClickUp user ID
): Promise<{ migrated: number; errors: Array<{ item: string; error: string }> }> {
  let migrated = 0;
  const errors: Array<{ item: string; error: string }> = [];

  for (const item of items) {
    try {
      const assignees = item.assigneeEmail && memberEmails.has(item.assigneeEmail)
        ? [memberEmails.get(item.assigneeEmail)!]
        : [];

      const task = await clickupRequest(`/list/${listId}/task`, {
        method: 'POST',
        body: JSON.stringify({
          name: item.name,
          markdown_description: item.description,
          status: STATUS_MAP[item.status] ?? 'to do',
          priority: item.priority ? PRIORITY_MAP[item.priority] : null,
          assignees,
          due_date: item.dueDate ? new Date(item.dueDate).getTime() : undefined,
          due_date_time: !!item.dueDate,
          tags: item.labels ?? [],
        }),
      });

      // Migrate subtasks
      if (item.subtasks?.length) {
        for (const subtask of item.subtasks) {
          await clickupRequest(`/list/${listId}/task`, {
            method: 'POST',
            body: JSON.stringify({
              name: subtask.name,
              markdown_description: subtask.description,
              parent: task.id,
              status: STATUS_MAP[subtask.status] ?? 'to do',
            }),
          });
        }
      }

      migrated++;
      console.log(`Migrated: ${item.name} -> ${task.id}`);

      // Rate limit: stay under 100 req/min
      await new Promise(r => setTimeout(r, 700));
    } catch (error) {
      errors.push({ item: item.name, error: String(error) });
    }
  }

  return { migrated, errors };
}

Build Member Lookup

// Map external emails to ClickUp user IDs
async function buildMemberLookup(teamId: string): Promise<Map<string, number>> {
  const data = await clickupRequest(`/team/${teamId}`);
  const lookup = new Map<string, number>();

  for (const member of data.team.members) {
    lookup.set(member.user.email, member.user.id);
  }

  return lookup;
}

Workspace-to-Workspace Migration

async function cloneListBetweenWorkspaces(
  sourceToken: string,
  sourceListId: string,
  destToken: string,
  destListId: string,
) {
  // Fetch all tasks from source
  const sourceTasks = [];
  let page = 0;
  let hasMore = true;

  while (hasMore) {
    const data = await fetch(
      `https://api.clickup.com/api/v2/list/${sourceListId}/task?page=${page}&subtasks=true&include_closed=true`,
      { headers: { 'Authorization': sourceToken } }
    ).then(r => r.json());

    sourceTasks.push(...data.tasks);
    hasMore = data.tasks.length === 100;
    page++;
  }

  console.log(`Fetched ${sourceTasks.length} tasks from source`);

  // Create tasks in destination
  for (const task of sourceTasks) {
    if (task.parent) continue; // Handle subtasks separately

    const created = await fetch(
      `https://api.clickup.com/api/v2/list/${destListId}/task`,
      {
        method: 'POST',
        headers: { 'Authorization': destToken, 'Content-Type': 'application/json' },
        body: JSON.stringify({
          name: task.name,
          markdown_description: task.description,
          priority: task.priority?.id ? parseInt(task.priority.id) : null,
          tags: task.tags.map((t: any) => t.name),
        }),
      }
    ).then(r => r.json());

    console.log(`Cloned: ${task.name} -> ${created.id}`);
    await new Promise(r => setTimeout(r, 700)); // Rate limit
  }
}

Validation

async function validateMigration(
  sourceItems: MigrationItem[],
  listId: string,
): Promise<{ match: number; missing: string[] }> {
  const tasks = await clickupRequest(`/list/${listId}/task?include_closed=true`);
  const taskNames = new Set(tasks.tasks.map((t: any) => t.name));

  const missing = sourceItems
    .filter(item => !taskNames.has(item.name))
    .map(item => item.name);

  return {
    match: sourceItems.length - missing.length,
    missing,
  };
}

Error Handling

IssueCauseSolution
Rate limited during migrationToo many createsAdd 700ms delay between requests
Status not foundStatus name mismatchMap source statuses to ClickUp statuses
Assignee not foundEmail not in workspaceInvite user first or skip assignment
Custom field UUID mismatchDifferent workspaceRe-fetch field UUIDs via /list/{id}/field

Resources

Next Steps

For advanced troubleshooting during migration, see clickup-debug-bundle.

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